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Insurance VA issuing certificates of insurance and processing policy changes
Service Detail

Certificates & Endorsements

Fast, accurate COI issuance and endorsement processing. Our VAs handle certificate requests, policy changes, and additional insured endorsements efficiently.

Complete COI & Endorsement Support

Certificate requests and endorsement processing can overwhelm your staff. Our specialists handle these high-volume, time-sensitive tasks quickly and accurately, keeping your clients happy and compliant.

Certificate Services

  • Standard COI issuance
  • Additional insured certificates
  • Waiver of subrogation
  • Primary/non-contributory
  • Certificate tracking
  • Rush requests (same-day)

Endorsement Processing

  • Additional insured endorsements
  • Coverage changes
  • Name/address changes
  • Vehicle additions/deletions

Tools & Platforms

  • myCOI, PINS
  • AMS360, Hawksoft
  • Carrier portals
  • E-signature platforms

Certificate & Endorsement VA Experts

Our COI specialists are fast, accurate, and understand the urgency of certificate requests.

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Lisa M.
Senior COI Specialist
6+ Years Experience
High-Volume COI Expert

Lisa is our senior certificate specialist, processing hundreds of COIs weekly. She understands complex certificate requirements and handles rush requests with ease.

COI Issuance Add'l Insured Waivers Rush Processing Compliance
myCOI, PINS, AMS360, Applied Epic, ACORD Forms
8,000+ COIs Issued
6 Years Exp
4.9/5 Rating

Manages all COI requests for a construction-focused agency, processing 100+ certificates per week with zero errors.

100+ COIs/week Weekly Volume
R
Rachel K.
Endorsement Specialist
5+ Years Experience
Policy Change Expert

Rachel specializes in endorsement processing and policy changes. She works directly with carriers to ensure endorsements are processed quickly and accurately.

Endorsements Policy Changes Add'l Insured Carrier Contact Follow-up
Hawksoft, QQ Catalyst, Carrier Portals, DocuSign
5,000+ Endorsements
5 Years Exp
4.8/5 Rating

Reduced endorsement processing time from 5 days to 24 hours for a commercial agency, improving client satisfaction significantly.

5 days to 24 hrs Processing Time
S
Stephanie P.
Rush Processing Specialist
4+ Years Experience
Same-Day Turnaround

Stephanie handles urgent certificate and endorsement requests. When clients need something NOW, she delivers with accuracy and speed.

Rush COIs Same-Day Urgent Requests Multi-tasking Accuracy
EZLynx, NowCerts, All Major Carrier Portals
24hr Turnaround
4 Years Exp
4.9/5 Rating

Saved a major contract for a client by processing an urgent additional insured endorsement in under 2 hours on a Friday afternoon.

under 2 hours Emergency Response

Ready to Speed Up Your COI Processing?

Book a free 30-minute consultation. We'll review your workflow and match you with the right VA.